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Disclosery

Western Financial Corp/CA: WMB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Western Financial Corp/CA on WMB, newest first. How the timeline and the estimate are built.

Western Financial Corp/CA held 10,854 WMB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,854 shares
    Change vs previous 13F +399 shares

    0.24% of the 13F portfolio, value $806,861.

    13F-HR 0001954480-26-000004 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,455 shares
    Change vs previous 13F -1,728 shares

    0.3% of the 13F portfolio, value $760,937.

    13F-HR 0001954480-26-000002 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,183 shares
    Change vs previous 13F -82 shares

    0.29% of the 13F portfolio, value $732,291.

    13F-HR 0001954480-26-000001 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,265 shares
    Change vs previous 13F +1,062 shares

    0.34% of the 13F portfolio, value $776,992.

    13F-HR 0001954480-25-000003 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,203 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $703,689.

    13F-HR 0001085146-25-003902 filed by Western Financial Corp/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).